Broker Assistant

INSURICA, Inc•Fort Lauderdale, FL

2d•Remote

About The Position

The Broker Assistant provides administrative support to daily Broker operations by effectively processing new business accounts and maintaining compliant customer records, ensuring accuracy and organization of all information. The Broker Assistant is also responsible for handling client service inquiries, ensuring excellent customer service.

Requirements

1 – 2 years of previous commercial transportation experience preferred
High School diploma or GED equivalent preferred
Strong data entry skills with a high level of accuracy
Organized and analytical, with a strong attention to detail
Ability to manage time, prioritize tasks, and handle multiple assignments efficiently
Ability to work within a fast-paced, changing priority environment
Self-motivated, with the initiative to prioritize and be self-directed
Regular and punctual attendance is required
Ability to communicate effectively, both verbally and in writing
Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
Ability to lift up to 20 pounds, occasionally
Requires operation of a computer workstation, including keyboard and video display
All requirements may be modified to reasonably accommodate physical or mental impairment

Responsibilities

Effectively enter and process new business submissions received, ensuring accuracy and timeliness
Maintain and update customer files to ensure compliance with company and carrier requirements
Answer inbound calls promptly and accurately route them to the appropriate team or contact
Accurately enter initial quoting information into agency system(s)
Organize and manage documentation within internal systems
Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions
Participate in seminars and other training to maintain required licenses and for knowledge and skill development
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions.
Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed.
Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.